When you integrate Zoho with Leadfeeder you have a number of different options regarding default fields and customizations for your Zoho account. Detailed instructions on how to set up your integration are available here.
The lists below give the data points that you have available for these customizations and syncs but be sure to go through the other resources to get a full view of this powerful integration!
NOTE: Leadfeeder syncs data from your CRM once a day.
We can send the following to elements to to Zoho:
Visit information as ‘note’
General keywords NOT actual search terms, as ‘note’
Organization Name
Link to Leadfeeder
Customization:
Send visit summary for Manually Connected leads
Send visit summary for Automatically Connected leads
Send lead Comments
Default Pipeline Stage
Default Deal Name
Fields that are available to be set when creating/connecting a lead:
Country
City
State
Email
Title
Industry
Number of Employees
NOTE: Website URL, number of employees, industry, account source and description of the company will not always be sent, you may see it for Leads where the information was available in the past from LinkedIn, however it is not available for all Leads.
Syncable entities: These are the records that are allowed to be synced between Zoho and Leadfeeder. Tasks are dependent on leads and opportunities.
Contacts
Tasks
Deals
Leads
Automations:
When setting up feed automations that send leads to Zoho you have the ability to configure them how they are sent. You can read more about these automation here. The fields below are the options and fields available to send to Zoho.
NOTE: Create deal and task are only applied to Leadfeeder leads that are already connected to existing organizations.
Create as Account
Owner
Create as Lead
Owner
Lead contact name
Create Deal
Owner
Name
Days to set closing date
Stage
Create Task
Owner
Subject
Days to set due date
Priority
Manual connections:When sending leads manually to Zoho you have the ability to configure them. You can read more about manual connections here. The fields below are the options and fields available to send to Zoho.
Connect as an Account
Connect to an existing account
Create a New account
Connect as a Lead
Connect to an existing Lead
Owner
Organization
Contact details
Create a New Lead
New visit summaries are sent automatically
Send existing visit summary as a note to Zoho
Send existing Leadfeeder lead comments as a note to Zoho
Once leads are connected you have the ability to create and send:
Tasks
Owner
Status/Priority
Due date
Deals
Owner
Status
Closing Date
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